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Livelsberger Financial Advisory’s AT&T T Stock Holding History

Livelsberger Financial Advisory’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,495
Closed -$130K – 72
2025
Q2 		$130K Buy
+4,495
New +$124K 2.52% 12
2024
Q4 		– Sell
-3,638
Closed -$80K – 67
2024
Q3 		$80K Buy
+3,638
New +$72.4K 1.68% 17
2024
Q1 		– Sell
-3,624
Closed -$60.8K – 176
2023
Q4 		$60.8K Buy
+3,624
New +$57.2K 0.05% 137

Other funds holding T

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Livelsberger Financial Advisory's T Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of AT&T (T) in Q3 2025, closing a stake of 4,495 shares — an estimated $130K sold.

Livelsberger Financial Advisory first reported a position in T in Q4 2023 and held it in 3 quarters. The position peaked at $130K in Q2 2025. 2,866 funds tracked by Wall St. Rank hold T as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining AT&T position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 4,495 AT&T shares in Q3 2025, an estimated $130K.
  • Livelsberger Financial Advisory first reported a position in AT&T in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's AT&T position peaked at $130K in Q2 2025.
  • 2,866 funds tracked by Wall St. Rank held AT&T as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.